Summit Wealth & Retirement Planning’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,291	Closed	-$601K	–	110
2022 Q3	$601K	Hold	2,291	–	–	0.24%	53
2022 Q2	$642K	Buy	2,291 +491	+27%	+$138K	0.25%	53
2022 Q1	$542K	Buy	+1,800	New	+$542K	0.19%	65